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Data, Interest Rates & War : Navigating Uncertainties
US jobless claims data and the S&P PMI numbers were released overnight providing insights into the world's largest economy, even as the US-Iran stand…
6 months ago
Is Malaysia’s Tech Sector Ready for a Rebound?
Malaysia’s semiconductor sector is showing early signs of recovery, with chipmakers raising prices and AI-driven demand supporting momentum. But with…
6 months ago
Equities At Record Highs : How Sustainable Is This?
Overnight, the S&P500 and Nasdaq chalked up new record highs as first quarter results of firms like Goldman Sachs, Tesla and IBM beat analysts' expec…
6 months ago
Inflation Rears Its Head in Asia
As the Gulf crisis creates supply shocks and drives inflation across Asia, which countries are more vulnerable? We discuss the regional economic outl…
6 months ago
Pockets of Opportunities Amidst Volatile Markets
Markets remain volatile despite signs of positivity in sectors like AI and tech, with company earnings supporting this view. Joe Quinlan, Chief Marke…
6 months ago
Market Momentum Could Stall in 2H2026
Global markets continue to rally despite the uncertainty in the Strait of Hormuz, partially driven by robust first quarter earnings results. But can …
6 months ago
Healthcare Enters a New Growth Cycle
Malaysia’s healthcare sector is entering a new phase driven by an ageing population, rising demand for specialist care, and growing pressure on publi…
6 months ago
Upside for CPO in High Crude Price Environment
The local palm oil plantation sector is entering a critical period of high volatility with inventories hitting a seven-month low and CPO prices surgi…
6 months, 1 week ago
US Markets Break Records Amid War Mixed Messaging
Both the S&P 500 and Nasdaq registered record closing highs this week despite ongoing turmoil in the Gulf. Are US markets underpricing the risks from…
6 months, 1 week ago
How Resilient are Singapore Equities?
The Straits Times Index (STI) started 2026 on a steady footing, rising about 5.1% in the first quarter, even as global markets moved unevenly. But wh…
6 months, 1 week ago